TOP 30 Estate planning services in Plantation, Florida
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Mortgage Protection & Insurance Services
● ClosedMortgage Protection & Insurance Services is an insurance agency located at 9024 Vineyard Lake Drive, Plantation, Florida, United States. Known as "The Living Benefits IMO", Alliance Group has been providing independent agents and agencies with superior marketing and training solutions since 1998. Specializing in Living Benefits life insurance, Alliance Group helps agents spread awareness about tax-free retirement, mortgage protection, small business planning, and estate planning. With a focus on empowering agents to succeed, Alliance Group offers a powerful arsenal of marketing and training tools to help agents educate prospects, create value, and close business. Their innovative digital marketing tools, training resources, and personalized support have earned them praise from agents who have seen immediate and massive benefits from partnering with Alliance Group. As the leader in living benefits life insurance, Alliance Group is dedicated to providing American families with revolutionary protection and helping agents reach their full potential in the industry.
9024 Vineyard Lake Dr, Plantation, FL 33324, United States -
Davis Full Service Notary
● OpenDavis Full Service Notary is a trusted institution located at 4017 Whitebark Plantation Drive in Middleburg, Florida. Specializing in finance, they offer a wide range of services including notarization of important documents, loan signing, and other financial transactions. With a team of experienced professionals, Davis Full Service Notary ensures that all your financial needs are met with efficiency and accuracy. Whether you need assistance with real estate transactions or legal paperwork, you can rely on Davis Full Service Notary to provide exceptional service. Visit them today to experience their full range of services.
4017 Whitebark Plantation Dr, Middleburg, FL 32068, United States -
Southeast Mobile Notary Services
● ClosedSoutheast Mobile Notary Services is a finance institution located at 51 Northwest 115th Avenue in Plantation, Florida. We specialize in providing convenient and efficient notary services on the go. Our team of experienced professionals is dedicated to ensuring all your notarization needs are met with accuracy and professionalism. Whether you require notarization for legal documents, real estate transactions, or any other financial matters, Southeast Mobile Notary Services is here to assist you. Contact us today to schedule an appointment at your preferred location.
51 NW 115th Ave Apt 109, Plantation, FL 33325, United States -
All Florida Real Estate Lawyers
● OpenAll Florida Real Estate Lawyers is a reputable institution located at 7860 Peters Road in Plantation, Florida. Specializing in real estate law, their team of experienced lawyers provide expert legal services to clients in the United States. Whether you are buying, selling, or dealing with any real estate transactions, All Florida Real Estate Lawyers is here to help. Trust in their knowledge and expertise to guide you through the legal process with ease and professionalism. Contact them today for all your real estate law needs.
7860 Peters Rd Suite F-103, Plantation, FL 33324, United States -
Elder Needs Law, PLLC - Medicaid, Estate Planning & Probate Law Firm
● ClosedElder Needs Law, PLLC is a Medicaid, Estate Planning & Probate Law Firm located at 8551 West Sunrise Boulevard, Plantation, Florida, United States. Our team of experienced lawyers specializes in helping seniors and their families navigate complex legal issues related to long-term care planning, Medicaid eligibility, estate planning, and probate. We are dedicated to providing compassionate and personalized legal services to ensure our clients' needs are met and their assets are protected. Contact us today to schedule a consultation and discuss how we can assist you with your elder law needs.
8551 W Sunrise Blvd STE 102, Plantation, FL 33322, United States -
CSG Financial Services Inc
● ClosedCSG Financial Services Inc is a reputable accounting and finance institution located at 10091 Northwest 1st Court in Plantation, Florida, United States. With a team of experienced professionals, CSG Financial Services Inc offers a wide range of financial services including accounting, financial planning, tax preparation, and investment management. Clients can trust in the expertise and dedication of the staff at CSG Financial Services Inc to help them achieve their financial goals.
10091 NW 1st Ct, Plantation, FL 33324, United States -
Financial 1 Tax Services
● ClosedFinancial 1 Tax Services is a comprehensive financial institution located at 150 South Pine Island Road in Plantation, Florida. Specializing in accounting, finance, legal services, and real estate, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, financial planning, legal advice, or real estate transactions, our experienced professionals are here to assist you every step of the way. Trust Financial 1 Tax Services to handle all of your financial needs with precision and care.
150 S Pine Island Rd Suite 360, Plantation, FL 33324, United States -
Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedThomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a finance institution located at 10050 Northwest 1st Court, Plantation, Florida, United States. The team at Thomas Harbour specializes in providing personalized wealth management services to individuals, retirees, small business owners, and high net worth clients. They offer a range of certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that the advisors at Thomas Harbour have the expertise and knowledge to help clients make informed financial decisions. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Thomas Harbour is committed to providing you with comprehensive and personalized financial solutions.
10050 NW 1st Ct, Plantation, FL 33324, United States -
Abigail Linn - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAbigail Linn, a Financial Advisor at Ameriprise Financial Services, LLC, located at 10050 Northwest 1st Court in Plantation, Florida, offers a wide range of financial services to meet the needs of individuals and businesses. Abigail holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, retirement planning, estate planning, and investment strategies. She is also trained as a Certified Divorce Financial Analyst and Certified Estate Planner™, providing specialized services to clients going through major life transitions. With a commitment to ethical practices and ongoing education, Abigail is dedicated to helping clients make informed financial decisions and achieve their long-term goals.
10050 NW 1st Ct, Plantation, FL 33324, United States -
Michael Taylor - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Taylor is a Financial Advisor at Ameriprise Financial Services, LLC located at 8201 Peters Road in Plantation, Florida, United States. Michael holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing professional development, Michael is dedicated to providing high-quality financial advice to his clients.
8201 Peters Rd #1000, Plantation, FL 33324, United States -
Edward Wacks - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedEdward Wacks is a private wealth advisor at Ameriprise Financial Services, LLC located at 111 North Pine Island Road in Plantation, Florida, United States. Edward Wacks specializes in providing financial services to individuals, retirees, small business owners, and high net worth clients. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Edward Wacks is dedicated to providing expert financial advice and planning services to help clients achieve their financial goals.
111 N Pine Island Rd Ste 201-B, Plantation, FL 33324, United States -
Regina Collaro - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRegina Collaro is a Financial Advisor at Ameriprise Financial Services, LLC located at 111 North Pine Island Road in Plantation, Florida, United States. Regina holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. She is also trained in Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst services. Additionally, Regina is knowledgeable in Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and Certified Fund Specialist services. With a focus on providing comprehensive financial planning solutions, Regina Collaro is dedicated to helping clients achieve their financial goals and secure their financial future."
111 N Pine Island Rd STE 201B, Plantation, FL 33324, United States -
Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRichard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7520 Northwest 5th Street, Plantation, Florida, United States. The institution offers a range of financial services and is accredited with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that the advisors at Richard B Bernstein are well-equipped to provide expert financial advice and services to their clients.
7520 NW 5th St STE 200, Plantation, FL 33317, United States -
Obsidian Financial Services
● OpenObsidian Financial Services is a leading finance institution located in Plantation, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment management, retirement planning, and wealth management. At Obsidian Financial Services, we prioritize client satisfaction and work tirelessly to help individuals and businesses achieve their financial goals. Visit us at 7520 Northwest 5th Street to learn more about how we can help you secure your financial future.
THE ROYAL CROWN, 7520 NW 5th St, Plantation, FL 33324, United States -
Wacks & Collaro - Ameriprise Financial Services, LLC
● ClosedWacks & Collaro - Ameriprise Financial Services, LLC is a finance institution located at 111 North Pine Island Road in Plantation, Florida, United States. As the recipient of the Ameriprise Client Experience Award in 2023, we are dedicated to providing exceptional client service and one-to-one financial advice. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states, ensuring personalized and tailored financial planning for our clients. We strive to create a positive backdrop for stock prices and offer insights on the current bull market rally. By working with us, you can expect a great experience and expert guidance in achieving your financial goals. Trust in Wacks & Collaro for all your financial needs.
111 N Pine Island Rd Ste 201-B, Plantation, FL 33324, United States -
Scott M Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedScott M Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7520 Northwest 5th Street, Plantation, Florida, United States. The institution offers a range of certifications and designations for its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. This comprehensive list of certifications ensures that advisors are well-equipped to provide expert financial advice to individuals and businesses.
7520 NW 5th St STE 200, Plantation, FL 33317, United States -
Tax Advisory Services, LLC
● OpenTax Advisory Services, LLC is a reputable accounting and finance institution located at 111 North Pine Island Road in Plantation, Florida. Our team of experienced professionals is dedicated to providing top-notch tax advisory services to individuals and businesses alike. Whether you need assistance with tax planning, compliance, or audit support, we are here to help you navigate the complex world of taxes. Trust Tax Advisory Services, LLC to provide you with expert guidance and personalized solutions to meet your financial needs.
111 N Pine Island Rd Ste 205, Plantation, FL 33324, United States -
Paradise Tax Service LLC
● ClosedParadise Tax Service LLC is a trusted accounting and finance institution located at 4732 Peters Road in Plantation, Florida, United States. With a team of experienced professionals, Paradise Tax Service LLC offers a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, the experts at Paradise Tax Service LLC are dedicated to providing top-notch service and personalized solutions. Trust Paradise Tax Service LLC to handle all of your accounting and finance needs with professionalism and expertise.
4732 Peters Rd, Plantation, FL 33317, United States -
Key Tax Service
● ClosedKey Tax Service is a comprehensive financial institution located at 959 Southwest 51st Avenue in Plantation, Florida. Specializing in accounting, finance, and legal services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, financial planning, or legal advice, our knowledgeable staff is here to provide personalized solutions to meet your specific needs. Visit us today and let Key Tax Service be your trusted partner in achieving financial success.
959 SW 51st Ave, Plantation, FL 33317, United States -
JJW Tax and Multi Services
● OpenJJW Tax and Multi Services is a reputable accounting and finance institution located at 103 North State Road 7 in Plantation, Florida. Our team of experienced professionals is dedicated to providing top-notch tax and financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust JJW Tax and Multi Services for all your accounting and finance needs.
103 N State Rd 7, Plantation, FL 33317, United States -
Plantation Rentals, Inc
● ClosedPlantation Rentals, Inc is a reputable real estate and travel agency located at 1250 North Country Club Drive in Crystal River, Florida, United States. Specializing in property rentals in the beautiful Plantation resort community, we offer a wide range of vacation homes and condos for short-term stays. Our team of experienced agents is dedicated to providing exceptional customer service and helping clients find the perfect rental property for their needs. Whether you're looking for a relaxing getaway or a convenient accommodation for a business trip, Plantation Rentals, Inc has you covered. Contact us today to learn more about our available rentals and start planning your next stay in sunny Florida.
1250 N Country Club Dr #200, Crystal River, FL 34429, United States -
Bell at Plantation Apartments
● ClosedBell at Plantation Apartments is a premier real estate agency located at 6901 West Sunrise Boulevard in Plantation, Florida. Our luxurious apartments offer a perfect blend of comfort and style, with modern amenities and spacious layouts. Our community features a resort-style pool, fitness center, and lush landscaping for a peaceful atmosphere. Conveniently located near shopping, dining, and entertainment options, Bell at Plantation Apartments is the ideal place to call home in the heart of Plantation. Contact us today to schedule a tour and experience luxury living at its finest.
6901 W Sunrise Blvd, Plantation, FL 33313, United States -
Veranda at Plantation Condo Association, Inc.
● ClosedVeranda at Plantation Condo Association, Inc. is a well-established community located at 510 Northwest 84th Avenue in Plantation, Florida. Our association is dedicated to providing a comfortable and welcoming environment for all residents. With a range of amenities including a swimming pool, fitness center, and clubhouse, residents can enjoy a variety of activities and social gatherings. Our convenient location in Plantation, Florida offers easy access to shopping, dining, and entertainment options. Come and experience the community spirit at Veranda at Plantation Condo Association, Inc.
510 NW 84th Ave, Plantation, FL 33324, United States -
Plantation Estates Mobile Home
● OpenWelcome to Plantation Estates Mobile Home, your premier destination for comfortable and convenient lodging in the heart of Fort Myers, Florida. Nestled at 16265 John Morris Road, our well-maintained RV park offers a serene escape with easy access to the vibrant attractions of the Sunshine State. Whether you're passing through or planning an extended stay, Plantation Estates provides a friendly community atmosphere with top-notch amenities to enhance your experience. Enjoy spacious lots, modern facilities, and a welcoming environment perfect for families, retirees, and travelers alike. Discover the perfect blend of relaxation and adventure at Plantation Estates Mobile Home, where your comfort is our priority.
16265 John Morris Road, Fort Myers, Florida 33908, United States -
CD Real Estate LLC
● ClosedWelcome to CD Real Estate LLC, your trusted partner in finding the perfect property in Southwest Florida! Located at 1505 Rosada Way, Fort Myers, Florida, our real estate agency is dedicated to making your property buying and selling experience seamless and successful. Meet our exceptional team: Maria and Kayla, both seasoned real estate agents with deep roots in the Fort Myers area. Maria brings over 21 years of experience, expertly navigating a wide range of property styles and price points to meet your unique needs. She is committed to making your real estate journey as easy and efficient as possible, ensuring your valuable time is never wasted.
1505 Rosada Way, Fort Myers, Florida 33901, United States -
Oakleaf Commons
● ClosedOakleaf Commons is a vibrant institution located at 1075 Oakleaf Plantation Parkway in Orange Park, Florida. This establishment serves as a hub for food, groceries, restaurants, and shopping, making it a convenient destination for the local community. The center is home to various retailers, including Publix Super Market, catering to the diverse lifestyle needs of the surrounding neighborhoods. With a prime location in a suburban trade area, Oakleaf Commons is part of Regency Centers, a renowned national developer of shopping centers with a strong presence across the country. The institution's strategic placement and compelling demographics make it a popular choice for residents and visitors alike.
1075 Oakleaf Plantation Pkwy, Orange Park, FL 32065, United States -
New York Life
● ClosedNew York Life is an insurance agency located at 7282 Plantation Road in Pensacola, Florida, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include help with everyday tasks, income replacement for sickness or injury, professionally managed investments, college savings plans, and estate planning. With over 12,000 agents nationwide, New York Life is committed to providing tailored solutions to meet the needs and budgets of their clients. They have a diverse and inclusive workplace culture and are dedicated to giving back to their communities through charitable initiatives. As the largest mutual insurer in the U.S., New York Life has a strong financial track record and a mission to make the world a better place. Their agents provide life insurance and other solutions to help individuals and families thrive. Visit their website for resources, tools, and information to help you plan for the future.
7282 Plantation Rd #400, Pensacola, FL 32504, United States -
Casey Insurance Group
● ClosedCasey Insurance Group is a trusted insurance agency located at 811 North Nob Hill Road in Plantation, Florida. With a commitment to providing exceptional customer service and personalized insurance solutions, Casey Insurance Group is dedicated to helping individuals and businesses protect what matters most. Whether you're in need of auto, home, life, or business insurance, their team of experienced agents will work with you to find the best coverage options at competitive rates. Contact Casey Insurance Group today for all your insurance needs.
811 N Nob Hill Rd, Plantation, FL 33324, United States -
Zabella Insurance & Taxes
● ClosedZabella Insurance & Taxes is a trusted insurance agency located in Plantation, Florida. Our dedicated team is committed to providing top-notch insurance and tax services to our valued clients. Whether you need coverage for your home, car, or business, we are here to help you find the best options to suit your needs. Our knowledgeable staff is always available to answer any questions and provide expert guidance. Visit us at 81 South State Road 7 to experience the personalized service and peace of mind that Zabella Insurance & Taxes can offer.
81 S State Rd 7, Plantation, FL 33317, United States -
Rupert Brown - State Farm Insurance Agent
● ClosedRupert Brown - State Farm Insurance Agent is a trusted insurance agency located at 17 North State Road 7 in Plantation, Florida. With over 30 years of experience serving the communities of Plantation, Lauderhill, Lauderdale Lakes, Sunrise, Oakland Park, Fort Lauderdale, Tamarac, Coral Springs, Coconut Creek, and throughout South Florida, Rupert Brown and his team are dedicated to meeting all of your insurance and financial services needs. Whether you need auto, home, condo, renter's, boat, life, or business insurance, retirement plans, or financial services, they are here to help. Rupert Brown is a graduate of Brooklyn College with a BA in Economics and has been a State Farm Agent since 1989. He and his family are actively involved in community service, charity work, and missionary efforts both locally and abroad. Rupert is a member of various industry organizations and holds a Chartered Financial Consultant degree from the American College.
17 N State Rd 7, Plantation, FL 33317, United States
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